John Dawes, Financial Advisor, Magnolia Wealth Strategies

John Dawes, Financial Advisor, Magnolia Wealth Strategies Preparing for that next step in life isn’t always easy. Contact me to discuss your financial future. I am licensed to sell insurance and securities in Louisiana.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of

attention, insight and capability. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. (504) 613-2000. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.

Help your child or grandchild achieve their dreams and realize their financial goals with whole life insurance. Contact...
10/08/2024

Help your child or grandchild achieve their dreams and realize their financial goals with whole life insurance. Contact me today to discuss how you can give your loved ones the gift of a lifetime.

To all those celebrating Rosh Hashanah – Shana Tova!
10/02/2024

To all those celebrating Rosh Hashanah – Shana Tova!

27% of Baby Boomers say that their business succession plan is not funded. Let’s fix that.
09/30/2024

27% of Baby Boomers say that their business succession plan is not funded. Let’s fix that.

While 73% of Americans think strengthening the economy should be the most important outcome of the election, historical ...
09/25/2024

While 73% of Americans think strengthening the economy should be the most important outcome of the election, historical data has shown that who wins often has little effect on the market. Let’s talk about strengthening your retirement plan so it can weather the whims of the economy.

You don’t have to have life figured out to figure out life insurance. Let’s find a life insurance solution for you and y...
09/24/2024

You don’t have to have life figured out to figure out life insurance. Let’s find a life insurance solution for you and your family today.

09/20/2024

Maximizing your income is only part of the retirement planning equation. You still need a plan for managing your taxes once you start taking income. Let’s see if an annuity can help your money work harder for you.

Protection from a down market should be built into your retirement plan from the get-go. Let’s see if certain retirement...
09/18/2024

Protection from a down market should be built into your retirement plan from the get-go. Let’s see if certain retirement strategies and tools, like annuities, can help fortify your portfolio.

Don’t let a retreating market derail your retirement plans. This article covers what to do if you plan to retire during a bear market.

09/17/2024

Take a step toward securing your future today with life insurance. Use our calculator to assess your needs, then work with me to find the coverage that’s right for you.

When it comes to estate planning, give yourself and your family the peace of mind you deserve. Let’s discuss how trusts ...
09/16/2024

When it comes to estate planning, give yourself and your family the peace of mind you deserve. Let’s discuss how trusts can help your wealth do what you intend for it to do.

Beyond administration, they can help keep your investment philosophy on track.

Together, we can find a life insurance solution that fits your life. Let's connect.
09/10/2024

Together, we can find a life insurance solution that fits your life. Let's connect.

Let’s talk about protecting your family and business from unexpected loss. Reach out. I can help.
09/09/2024

Let’s talk about protecting your family and business from unexpected loss. Reach out. I can help.

Don’t panic! If you’re feeling anxious about how the upcoming election could affect your long-term goals, let’s talk thr...
09/04/2024

Don’t panic! If you’re feeling anxious about how the upcoming election could affect your long-term goals, let’s talk through your retirement plan to ensure that it can go the distance.

Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.

Address

3838 N Causeway Boulevard , Suite 3400
Metairie, LA
70002

Telephone

+15048300223

Website

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